Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TTDKY (TDK Corp ADR) | -4.71% | -0.54% | 34.94% | 21.33% | 15.29% | 11.07% | 7.16% | 7.62% |
Data as of 07/25/2025, AR inception is 04/02/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTDKY (TDK Corp ADR) | 04/02/1982 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.29 | -0.54 | 34.94 | 21.33 | 15.29 | 11.07 | 7.16 | 7.62 | -4.71 | 41.25 | 61.72 | -5.87 | -16.74 | 47.51 | 59.89 | -11.84 | 16.59 | 6.93 | 8.92 | 23.14 | 30.78 | -16.82 | -36.03 | 12.33 | 64.21 | -49.78 | -7.57 | 15.91 | -6.76 | 3.44 | 82.85 | -19.07 | -50.06 | -28.22 | 49.93 | 22.79 | 11.79 | 25.24 | 8.81 | 39.86 | 19.48 | -12.50 | 7.32 | -23.60 | 7.33 | -1.64 | 58.85 | 9.40 | 21.03 | -15.16 | 8.05 | 64.15 |
| Sharpe Ratio | NA | -0.09 | 0.82 | 0.52 | 0.38 | NA | NA | 0.14 | -0.27 | 0.83 | 2.00 | -0.17 | -0.54 | 1.16 | 1.90 | -0.36 | 0.76 | 0.18 | 0.27 | 0.82 | 0.98 | -0.49 | -0.86 | 0.40 | 1.49 | -0.83 | -0.37 | 0.52 | -0.29 | 0.08 | 2.05 | -0.46 | -0.96 | -0.63 | 1.10 | 0.53 | 0.24 | 1.06 | 0.17 | 1.58 | 0.58 | -0.51 | 0.13 | -0.80 | 0.06 | -0.23 | 1.17 | 0.16 | 0.50 | -0.66 | 0.07 | 2.27 |
| Standard Deviation(%) | NA | 46.76 | 38.33 | 36.76 | 35.97 | NA | NA | 35.90 | 44.76 | 41.64 | 29.05 | 42.05 | 31.18 | 40.63 | 30.71 | 36.62 | 21.15 | 37.73 | 32.81 | 28.18 | 31.40 | 34.40 | 42.00 | 30.88 | 42.91 | 60.80 | 28.37 | 24.62 | 31.11 | 30.98 | 40.10 | 44.30 | 55.13 | 51.47 | 42.34 | 36.90 | 34.89 | 20.36 | 28.49 | 23.42 | 30.09 | 29.14 | 27.18 | 36.16 | 26.88 | 27.57 | 46.68 | 33.12 | 31.81 | 32.86 | 29.62 | 38.26 |
| Draw Down(%) | NA | 39.45 | 39.95 | 45.96 | 46.48 | NA | NA | 82.68 | 35.02 | 22.20 | 15.24 | 28.27 | 40.82 | 46.48 | 24.98 | 43.26 | 20.02 | 23.99 | 33.85 | 20.73 | 21.73 | 40.51 | 56.18 | 27.47 | 28.12 | 63.61 | 32.40 | 21.38 | 26.13 | 22.46 | 26.06 | 43.48 | 59.66 | 38.28 | 30.15 | 30.76 | 23.48 | 12.99 | 18.91 | 12.63 | 20.90 | 33.44 | 29.92 | 39.71 | 20.11 | 25.81 | 30.62 | 23.15 | 31.53 | 42.83 | 25.59 | 20.00 |
| Yield(%) | 0.00 | 0.00 | 8.16 | 4.33 | 3.84 | 2.98 | 1.85 | 4.60 | 0.00 | 3.84 | 11.53 | 9.28 | 5.64 | 7.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 04/02/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTDKY (TDK Corp ADR) |
-36.33%
Apr 2000 - Apr 2003 |
-16.03%
Jun 2007 - Jun 2012 |
-9.90%
Aug 2000 - Aug 2010 |
-5.67%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTDKY (TDK Corp ADR) |
37.40%
Aug 2021 - Aug 2024 |
31.87%
Jul 2019 - Jul 2024 |
21.04%
Jul 2014 - Jul 2024 |
15.64%
Aug 1985 - Aug 2000 |
Annualized Rolling Returns Comparison Chart